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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1151
BerganKDV Wealth Management
Minnesota
$858K +$748K +38,824 New
GLI
1152
Guardian Life Insurance
New York
$856K +$5.91K +307 +0.8%
MGIA
1153
Moneta Group Investment Advisors
Missouri
$845K +$539K +28,000 +273%
NA
1154
NewEdge Advisors
Louisiana
$845K +$705K +36,610 New
HH
1155
Hilltop Holdings
Texas
$840K
DLG
1156
Daniel L. Goodwin
$839K -$871K -45,200 -54%
HCM
1157
Horrell Capital Management
Arkansas
$836K +$3.27K +170 +0.5%
GS
1158
GAM Systematic
United Kingdom
$834K +$727K +37,755 New
EWM
1159
Evercore Wealth Management
New York
$829K +$53.4K +2,775 +8%
BFA
1160
Bragg Financial Advisors
North Carolina
$824K +$46.8K +2,430 +7%
LCC
1161
Lincoln Capital Corp
Rhode Island
$819K +$714K +37,096 New
Jacobs Levy Equity Management
1162
Jacobs Levy Equity Management
New Jersey
$813K +$402K +20,890 +131%
TSWM
1163
Triangle Securities Wealth Management
North Carolina
$800K -$41.9K -2,175 -6%
Cetera Investment Advisers
1164
Cetera Investment Advisers
Illinois
$800K +$70.9K +3,681 +11%
BAAM
1165
Baker Avenue Asset Management
California
$797K -$187K -9,720 -21%
EM
1166
Excalibur Management
Massachusetts
$793K -$18.8K -975 -3%
CD
1167
Carl Domino
Florida
$790K -$287K -14,879 -29%
G
1168
GenTrust
Florida
$789K +$688K +35,723 New
S
1169
SignatureFD
Georgia
$783K -$61.5K -3,194 -8%
TCOV
1170
Trust Company of Vermont
Vermont
$783K -$18.5K -962 -3%
CFA
1171
CT Financial Advisors
Pennsylvania
$779K
VCAM
1172
Van Cleef Asset Management
Ohio
$779K
MWM
1173
Modera Wealth Management
New Jersey
$778K +$84.4K +4,381 +14%
SCM
1174
SKBA Capital Management
California
$774K -$94.4K -4,900 -12%
PA
1175
Parallel Advisors
California
$771K +$672K +34,889 New